SBI Banking & Financial Services Fund vs Kotak Banking & Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
SBI Banking & Financial Services Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1236 Cr | ₹8450 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Feb 2023 | 26 Feb 2015 |
Category | Banking & Financial | Banking & Financial |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
Turn Over | 3.53% | 84% |
Expense Ratio | 2.19 | 1.81 |
Manager | Abhishek Bisen | Pradeep Kesavan |
ISIN Code | INF174KA1MA7 | INF200KA1473 |
Exits Load | Kotak Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
1 Month | -0.92% | 0.4% |
6 Month | 15.69% | 17.51% |
1 Year | 10.47% | 16.44% |
3 Year | - | 18.47% |
5 Year | - | 22.18% |
SIP Return Analysis
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.59% | 5.22% |
1 Year | 10.39% | 17.93% |
3 Year | - | 20.31% |
5 Year | - | 18.02% |
Rolling Lumpsum Returns
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
1 Year | 19.37% | 17.09% |
3 Year | - | 15.2% |
5 Year | - | 13.68% |
Risk Management
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 11.85% |
Sharp | - | 1.04% |
Beta | - | 0.80% |
Alpha | - | 7.11% |
Fund Managers
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
Name | Abhishek Bisen | Pradeep Kesavan |
Total AUM | ₹0 Cr | ₹434274 Cr |
Funds Managed | 33 | 43 |
Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
Others | 12.15 | 8.59 |
Small Cap | 16.49 | 13.1 |
Mid Cap | 9.5 | 13.61 |
Large Cap | 61.87 | 64.71 |
Sector Allocation
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
Others | 1.39 | 8.11 |
Financial Services | 98.61 | 91.89 |
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